Personal Financial Planning Conference
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Transcript of Personal Financial Planning Conference
South Carolina
CPASouth Carolina Association of Certified Public Accountants
Personal Financial Planning ConferenceOctober 20, 2011 | SCACPA, West Columbia
Manage Your Risks
FOR EVENT DETAILS OR TO REGISTER, GO TO WWW.SCACPA.ORG/COURSECATALOG
Risk management in financial planning is the systematic approach to the discovery and treatment of risks. The objective is to minimize worry by dealing with the
possibility of loss before it happens. To hear the latest on the economy and professional resources available to assist you in developing a strategy to manage your risks as well as your clients, attend this conference.
Register now to reserve your seat!
Manage Your RisksPersonal Financial Planning Conference
CPE Credit: 8 | CFP Credits: 5.5 | Method of Presentation: Lecture | Level: All
Manage Your Risks
THURSDAY, OCTOBER 20
8:00 – 8:25 a.m. Registration & Continental Breakfast
8:25 – 8:30 a.m. Welcome and Introduction
8:30 – 9:45 a.m. The Economy Moving Forward... Sort of (A01)
9:45 – 10:35 a.m. Social Security 101 (B02)
10:35 – 10:45 a.m. Break
10:45 a.m. – 12:00 p.m. Boosting Your Profits with Tax Efficient Portfolio Management (C03)
12:00 – 12:30 p.m. Lunch
12:30 – 1:20 p.m. Benefits of the AICPA PFS Section and PFP Credential (D04)
1:20 – 2:10 p.m. The Evolution of Elder Law: Addressing the Legal Issues Affecting the Aging and those with Special Needs (E05)
2:10 – 3:00 p.m. Estate Tax and Gift Tax Update (F06)
3:00 – 3:10 p.m. Break 3:10 – 4:00 p.m. How to Stay Out of Trouble with Securities Regulators (G07)
At a Glance
REGISTRATION Personal Financial Planning Conference
REGISTRANT INFORMATION
Name (Please Print)
SCACPA Member # or other state CPA Society #
Firm/Organization
Daytime Phone
Fax
Mobile Phone o Primary Phone oSecondary Phone
Home Phone oPrimary Phone oSecondary Phone
Address
City/State/ZIP
Credit Card #
Exp. Date CCV (3-4 Digits)
Name on Credit Card
Signature Date
q Firm Card q Personal Card
PAYMENT INFORMATION
Total Fees $_______
Please indicate method of paymentq Check: I have enclosed a check payable to SCACPA
q Visa q MasterCard
q American Express q Discoverq Choice Card: _______________ , ______________
coupon number 1 coupon number 2
EVENT CODE: 418011
REGISTRATION CATEGORYr SCACPA Member r Non-member r Other State Society Member
REGISTRATION FEE r Choice Card, $200 r Early Bird, $205 (Exp. 9/29)r Member, $230 r Non-member, $305
DIETARY REQUESTSr Vegetarian r Food Allergy _____________
CONFERENCE MATERIALSGo Green & Save Green!
q Check this box, provide your email address below and save $25 on your registration fee. Electronic materials will be provided approximately one week before the event.
PARTICIPANT LISTq A participant list will be provided to registrants attending the event upon request. Please check this box to opt out of the listing.
REGISTRATIONS ACCEPTEDOnline www.scacpa.org/conferences
Mail SCACPA, 570 Chris Drive West Columbia, SC 29169
Fax (803) 791-4196 credit card and choice card payment only
Note: Full payment must accompany registration
Email address required
REGISTRATION FEE DESCRIPTION : Choice Card (CC): Available to SCACPA members only. The CC is only good for one year and is available on all courses that are four CPE hours or more except events co-sponsored by other vendors, i.e., AHI/AICPA, SC Bar, IMA, CPA2Biz, etc. | Non-Member (NM): Anyone who is not a member of SCACPA or any other state CPA society. | Regular Member (M): SCACPA mem-bers who register with payment less than three weeks prior to the event date and other state CPA society members. | Early Bird (EB): SCACPA members who register with pay-ment at least three weeks prior to the event date.
Meet the Speakers!Mark Witte, PhD (A01)
College of Charleston
Bill Condon, CPA, JD (G07)Bill Condon Law Firm, LLC
Chris Jenkins (B02)Social Security Administration
Franchelle Millender, JD (E05)Sherrill and Roof, LLP
Sheryl Rowling (C03)Rowling, Dold & Associates, LLP
Susan Tillery, CPA, PFS, CFP (D04)Paraklete Financial Inc.
Ken Wingate, CPA (F06)Sweeny, Wingate & Barrow, PA
Credit Card #
Exp. Date CCV (3-4 Digits)
Name on Credit Card
Signature Date
q Firm Card q Personal Card
THINGS YOU NEED TO KNOWProgram Details: Log onto www.scacpa.org/conferences for complete program details including session descriptions, speaker biographies, and secure online registration.
Confirmation: A confirmation will be sent via email or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or [email protected].
Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Transfers or cancellations for registrants requesting electronic materials are not accepted after the electronic materials are posted. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee.
Special Requests: Please contact us as soon as possible with special need requests, CPE Team at (888) 557-4814, ext. 110 or 112 or [email protected].
Questions, Modifications, or Requests: SCACPA CPE Team members are available Monday-Friday, 8:00 am – 5:00 pm at (888) 557-4814, ext. 110 and 112, or [email protected]. Messages may be left 24 hours a day. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.
ABOUT THIS EVENTEVENT LOCATION INFORMATIONEvent FacilitySCACPA Office570 Chris Drive, West Columbia, SC 29169(803) 791-4181
Hotel AccommodationsHampton Inn1094 Chris Drive, West Columbia, SC 29169(803) 791-8940Room Rate: $79 based on availability Parking: Complimentary
DIRECTIONSPlease log onto our website, www.scacpa.org/conferences for directions.
GET CONNECTEDGet Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!
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